Secure Asset Management’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,753
| Closed | -$280K | – | 226 |
|
|
2021
Q4 | $280K | Hold |
1,753
| – | – | 0.11% | 155 |
|
|
2021
Q3 | $228K | Sell |
1,753
-102
| -5% | -$13.3K | 0.11% | 158 |
|
|
2021
Q2 | $242K | Buy |
+1,855
| New | +$242K | 0.12% | 158 |
|
|
2020
Q3 | – | Sell |
-7,017
| Closed | -$480K | – | 168 |
|
|
2020
Q2 | $480K | Buy |
+7,017
| New | +$480K | 0.34% | 80 |
|
|
2020
Q1 | – | Sell |
-1,513
| Closed | -$225K | – | 149 |
|
|
2019
Q4 | $225K | Buy |
+1,513
| New | +$225K | 0.16% | 138 |
|